How can Jordyn help you
Jordyn provides essential support to our advisors and clients. Her responsibilities include scheduling, coordinating client needs, and assisting with account support. She is passionate about building strong relationships and strives to ensure every client interaction is seamless, making your financial journey with us effortless and positive.
What makes her knowledgeable
Jordyn graduated from the University of Tampa where she earned her Bachelor’s degree in 2015. She has spent her career working in client service roles across different sectors as a property claims adjuster, office administrator and administrative assistant, where she assisted clients through complex problems and processes from beginning to end while managing timelines and additional business needs.
Getting to know Jordyn
Jordyn is the proud mom of a 3-year-old boy, loves to read and enjoys hiking in our great National Parks.